Wealth Management Client Support Specialist

Brooks Macdonald Group; Altrincham; On-site; GBP 22,000 - 28,000; Full time

Job summary

Brooks Macdonald Group in the United Kingdom is seeking a proactive Sales Support Administrator to provide dedicated, accurate and efficient administrative support to Financial Planning Consultants. You will help with new business processing, valuations, and client documentation.

The role requires proficient MS Office skills, good communication, and the ability to manage time and meet strict deadlines. This office-based position typically involves three days in the Altrincham area, with flexible

Qualifications

• Experience providing administrative support to advisers within a wealth management organisation.
• Proficient with Microsoft Excel, Word and Outlook.
• Demonstrable pensions and investment product knowledge.
• Excellent communication skills both verbal and written.
• Prioritise and plan own workload, with an ability to effectively manage own time and achieve strict time scales.
• Working towards the CII Level 4 qualification desirable.
• A knowledge of Intelligent Office desirable.

Responsibilities

• Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set up correctly
• Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings
• Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
• Ensuring that all client information is stored on the relevant system, and it is updated accurately and timely checking that all compliance requirements are met
• Preparing invoices for work completed for clients
• Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client
• Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales
• Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Manager at the earliest possible opportunity
• To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time

Skills

Admin support

Microsoft Excel

Microsoft Word

Outlook

Client communication

Time management

Education

CII Level 4 desirable

Tools

Intelligent Office

Job description

Brooks Macdonald Group in the United Kingdom is seeking a proactive Sales Support Administrator to provide dedicated, accurate and efficient administrative support to Financial Planning Consultants. You will help with new business processing, valuations, and client documentation.

The role requires proficient MS Office skills, good communication, and the ability to manage time and meet strict deadlines. This office-based position typically involves three days in the Altrincham area, with flexible